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QuoteWerks Standard Edition
The Standard Edition of QuoteWerks is a great sales tool that is
used by customers in almost every industry, and is the base
QuoteWerks package that includes the links to contact management
software such as ACT!™, GoldMine®,
Maximizer, Outlook®, Outlook BCM, salesforce.com®,
SugarCRM, and TeleMagic®. Links to ACT! For Web, Autotask,
ConnectWise, MS Dynamics CRM and SalesLogix are available in the
Corporate Edition only.
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The number of QuoteWerks licenses is based on concurrent usage so
while you may have 5 users using it, you may only need to purchase
2 licenses. |
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QuoteWerks Professional Edition
In addition to the features of the Standard Edition package, the
Professional Edition adds the ability to link to a variety of
external product data sources including any ODBC compliant data
source (such as MS SQL, MS Access, Oracle, etc.), Ingram Micro®, SYNNEX, Tech Data®, QuickBooks®, and
salesforce.com®. Additionally, the Professional Edition
includes the accounting links to QuickBooks®, Peachtree®, and the Open Export Module. This Edition also includes
quote synchronization
functionality.
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The number of QuoteWerks licenses is based on concurrent usage so
while you may have 5 users using it, you may only need to purchase
2 licenses. |
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QuoteWerks Edition Upgrade Pricing
If you currently own licenses of one of the Editions of QuoteWerks
and would like to switch to a different edition, you need only pay
the price difference between the Editions (as long as your
maintenance program UMP is current).
Please contact a QuoteWerks sales representative for details by
phone at 407-248-1481. |
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Competitive Upgrade Pricing
If you are switching from a competing quoting solution, you may
qualify for competitive upgrade discount pricing. Please
contact a QuoteWerks sales representative for details by phone at
407-248-1481. |
QuoteWerks Modules
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QuoteWerks Real-time Data
Module
This Real-time Data Module enables users to retrieve real-time pricing and availability from
Accutech Data, Arbitech, Bell Micro, BlueStar, D&H, Dexxxon
Digital Storage, Digitek, Ingram Micro, Northamber, Printer
Essentials, Supercom, SYNNEX, Tech Data, Westcoast, and more.
You can also place electronic
orders with Distributors from within QuoteWerks. Order items
from a single order or combine items from multiple QuoteWerks
orders into a single D&H, Ingram Micro, SYNNEX, or Tech Data
order. The Real-time Module can also provide Real-time Product
Content and a Tax Rate lookup service for US
postal codes. This module can be used with all editions of
QuoteWerks.
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QuoteWerks Maintenance
QuoteWerks Services
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Accelerated Implementation
Service
QuoteWerks has been designed to be easy to use and setup. Even
though that is the case, as with all systems, you need to spend
some time learning its capabilities and getting up to speed on how
best to use it. With this service, a QuoteWerks team member can
accelerate this process for you, helping you with the initial setup
of QuoteWerks and its integrations (CRM/Accounting/etc), to get you
up and running by the conclusion of the service. This comprehensive
accelerated setup takes less than 3 hours and is performed through a
scheduled appointment.
Accelerated Implementation Services are scheduled in advance and
are only available as resources permit.
Accelerated Implementation Service Price: $350
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Proficiency Booster Session (for
existing customers)
Often, we hear from customers "I know that there is all sorts of
stuff QuoteWerks can do that I just don't know about". When
customers come to our training classes here in Orlando, FL, at the
end of the day they say "I've been using QuoteWerks for years and
never knew it could do that."
To address this, we offer Proficiency Booster Sessions. In one of
these sessions, we remote into your machine and watch you use
QuoteWerks. Then, in real-time we suggest how you can better use
QuoteWerks by taking advantage of all its features resulting in
time savings that make you more efficient and effective.
We only offer this service to existing customers that already setup
QuoteWerks and have been using it a while. Why? Well, we can only
suggest improvement over your current process if you already have a
currently process in place. In order to get the most out of this
session, you need to have a real quote to create so that we can see
exactly the real process you go through in creating your
quote.
The Proficiency Booster Sessions are sixty minutes (60) per
session. Proficiency Booster Sessions are scheduled in advance and
are only available as resources permit.
Proficiency Boost Session Price:
$100 / hr |
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Professional Services
Our Professional Services are designed as an extension to our
Technical Support.
The scope of QuoteWerks Technical Support is limited to answering
questions as to the functionality of QuoteWerks, general
installation support, and trouble-shooting when QuoteWerks is
thought to be the cause of the problem.
Professional services is available for layout design, report
design, report formulas, cover letter design, literature documents
design, scripting, QuoteValet Customizations, and product database setup, all based on predetermined
specifications. Web and phone based training is also offered.
Professional Services are scheduled in advance and are only
available as resources permit.
Professional Services Price: $100 / hr (non-QuoteValet) or $150 / hr (QuoteValet
Customizations) |
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Return Policy There is a 30-day money
back guarantee on QuoteWerks licenses that have not been registered. Licenses
only need to be registered by the 30th day of use, so the customer has 30 days
to determine if they would like to return the license(s). Edition Upgrades,
Maintenance, Etilize subscriptions, and QuoteValet annual
subscriptions are non-refundable (unless all purchased together in initial
purchase and inside 30-day non registered period). Please contact a sales
representative for additional information regarding product returns. |
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